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How to Assign a commonsku User's Permissions

Permissions control the features your team has access to in commonsku. Learn more about customizing your team members' permissions.

On this page:

How to set/change a user's permissions

CRM, order management, report, and shops related permissions

Dashboard related permissions

How to set/change a user's permissions

Permissions are set based on a user's role.

To assign/change a user's permissions:

  1. Click your Profile Icon (top right corner of commonsku) > Settings > Manage Users
  2. Confirm the user's assigned role (Accountant, Admin, Limited, Manager, Production, or Sales)
  3. Click Actions > Set permissions
  4. Select or deselect the checkbox to enable or disable the relevant permission under the user's role type
  5. Click Done

01_How to set change a users permissions

Users need permission to Manage users, billing, and company settings to make adjustments to permissions.

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CRM, order management, report, and shops related permissions

Create/Modify Orders

Allows users to create and edit opportunities, presentations, estimates, and sales orders. Users who do not have this permission can still view presentations, estimates, and sales orders.

Create/Modify Invoices

Allows users to create and work on invoices. Users who do not have this permission can still view their invoices.

Delete Orders

Allows users to delete any opportunity, presentation, estimate, or sales order. Users that do not have this permission can still restore deleted forms through the client's page.

Delete Invoices

Allows users to delete invoices. Users that do not have this permission can still restore deleted invoices through the client's page.

Unlock Orders

Allows users to unlock a sales order or invoice. Sales orders lock when an invoice is created, and invoices lock when the invoice is marked as "Paid." 

Create/Modify Account

Allows users to create and edit client accounts. Users that do not have this permission can still view client accounts.

Create/Modify Suppliers

Allows users to create and edit supplier accounts. Users that do not have this permission can still view supplier accounts.

Delete Account

Allows users to remove/delete client accounts. Users that do not have this permission can still restore deleted client accounts.

Delete Suppliers 

Allows users to remove/delete supplier accounts. Users that do not have this permission can still restore deleted supplier accounts.

Make Products Inactive

Allows users to make your team's custom products (products from your company database) inactive. Deactivating a product will not affect existing orders; it will remove the product from future search results.

Create/Edit/View/Delete Commissions

This feature is not available to teams subscribed to commonsku's Essentials plan. The Advanced plan or higher is required in order to use this tool.

Allows users to view, modify, create, and delete their team's commissions. Users that do not have this permission can still view their commissions. Recalculating existing commissions is controlled by the separate Recalculate Commissions permission.

Create/Modify/Delete Purchase Orders

Allows users to create, send, regenerate, and delete purchase orders and proofs. Users that do not have this permission can still view purchase orders.

Create/Modify/Delete Bills

Allows users to create, edit, and delete supplier bills. Users that do not have this permission can still view supplier bills.

Users with this permission can access and manage commonsku Payments (beta) settings, including applying for commonsku Payments and configuring available payment methods and processing fee settings.

Users without this permission cannot make changes to your company's commonsku Payments configuration.

Manage Users, Billing, and Company Settings

Allows users to make changes to the Manage Users, Billing, and Company Settings tab.

View Reports for All Users and Groups

Allows users to view reports, including all reports available and projects/tasks from the Projects tab, for all users and teams in their company. Users that do not have this permission can still view their reports.

View Reports for your Groups or Group Members

Allows users to view reports, including all reports available and projects/tasks from the Projects tab, for their group(s).

Create/Modify/Delete Shops

Allows users to create, edit, and delete commonsku Shops. Users that do not have this permission can still view shops.

Modify Client Rep

Allows users to set/change a project's client rep. Users that do not have this permission can still change the client rep on a client's page. Allows users to preview client portals.

Limited Access

Limits users from accessing:

Users with this permission can still view a complete list of your team's clients through the Clients tab.

Restricted Access

Restricts users from accessing:

Export Report

Allows users to export reports to QuickBooks Online, Xero, custom webhooks, and CSV/XML files, including Pop-Up Shop's CSV exports.

Modify Sales Target

Allows users to modify a rep's sales targets.

Apply/Remove Credit Hold

Allows users to apply or remove a credit hold from a client page.

Create Tags

Allows users to create, delete, and merge any company tags from the Tags tile in your company settings.

Manage Inventory

Allows users to enable and update inventory in Company Shops.

Manage Decorator Matrix

Allows users to create and update their Decorator Matrix.

Access Skummunity Forum

Allows users to view, post, and interact in the Skummunity forum, enabling participation in discussions and collaboration with other members.

 Connect Zapier 

This feature is not available to teams subscribed to commonsku's Essentials plan. The Advanced plan or higher is required in order to use this tool.

Allows users to integrate and automate workflows between the commonsku platform and Zapier, enabling seamless connections with other apps and services.

Create/Modify/delete shops and Presentations templates

Allows users to create, update, or remove Shops and Presentation Templates. This permission enables team members to design new shops, modify existing ones, or delete them as needed, as well as manage presentation templates. Users without this permission can still view shops and templates but cannot make changes or delete templates.

 

Modify Catalog Items

Allows users to add and edit published and unpublished client catalog items.

 

Modify Unpublished Catalog Items

Allows users to add and edit unpublished client catalog items only.

 

View Catalog Items

Allows users to view client catalog items.

 

Recalculate Commissions

Allows users to recalculate commissions for an existing project when commonsku detects that the saved commission is different from what would be calculated using the current commission settings.

This permission does not make the Recalculate Commissions option appear on every project. The option is only available when there is a commission difference that needs to be recalculated.

 

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Dashboard related permissions

View Sales Menu

Allows users to access the Sales tab and sub-tabs within the Sales tab, including the Sales Dashboard, Projects, Clients, Shops, and Sales Analytics.

View Production Menu

Allows users to access the Production tab and sub-tabs within the Production tab, including the Production Dashboard and Production Report.

View Finance Menu

Allows users to access the Finance tab and its available sub-tabs, including Finance Dashboard, Billing, Invoicing, Payments, Work in Progress, and Finance Analytics.

For teams using commonsku Payments (beta), the Payments section provides access to payment activity, including the commonsku Payments Dashboard, Transactions, and Payouts.

View Management Menu 

This feature is not available to teams subscribed to commonsku's Essentials plan. The Advanced plan or higher is required in order to use this tool.

Allows users to access the Management tab and sub-tabs within the Management tab, including the Management Dashboard and Management Analytics.

Default Menu

The default menu is the menu that populates when a user logs into commonsku. The Default Menu permission allows Admins to assign a role-based default menu to direct their reps' attention to a particular Dashboard. For example, the Sales Role should have the Sales Menu assigned as the default menu.

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FAQs

Why can't I change another user's permissions?

Why can't a user access a feature even though it's available to our company?

Do all users with the same role have the same permissions?

Can a user view something without permission to modify it?

Why can't a user see a menu such as Sales, Production, Finance, or Management?

What permissions do I need to access commonsku Payments?

 

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Why can't I change another user's permissions?

You need the Manage Users, Billing, and Company Settings permission to make changes to another user's permissions.

If you don't have this permission, contact an Admin or another user on your team who has access to manage user settings.

 

Why can't a user access a feature even though it's available to our company?

Access to some features in commonsku depends on the user's assigned permissions.

Go to Settings > Manage Users, find the user, then click Actions > Set Permissions to review their permissions.

Some features may also depend on your team's commonsku subscription or require additional setup or integrations.

 

Do all users with the same role have the same permissions?

Permissions are initially based on the user's assigned role, but they can be customized for individual users.

An authorized user can go to Settings > Manage Users > Actions > Set Permissions to enable or disable the available permissions for that user.

 

Can a user view something without permission to modify it?

For some areas of commonsku, yes. Certain permissions control whether a user can create, modify, or delete information while still allowing them to view it.

For example, a user without Create/Modify Orders can still view Presentations, Estimates, and Sales Orders they have access to.

The exact level of access depends on the permission and any other access restrictions assigned to the user.

 

Why can't a user see a menu such as Sales, Production, Finance, or Management?

Check the user's Dashboard related permissions.

Permissions such as View Sales Menu, View Production Menu, View Finance Menu, and View Management Menu determine which main areas of commonsku a user can access.

Keep in mind that some features may also depend on your team's commonsku subscription.

 

What permissions do I need to access commonsku Payments?

The permissions you need depend on what you want to do.

View Finance Menu provides access to the Finance area, including the Payments section where available.

Manage Users, Billing, and Company Settings is required to manage your company's commonsku Payments settings.

If you don't have the required permissions, contact an Admin on your team.

 

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